Forbes Best-In-State Women Wealth Advisors 2024

United is pleased to announce that Lee DeLorenzo has been named to Forbes Best-In-State Women Wealth Advisors for 2024, grabbing the #7 spot in New York!

Forbes rankings are developed based on an algorithm of qualitative data, via surveys and interviews conducted by phone, in-person and virtually to evaluate best practices including service models, investing models and compliance records. Rankings also evaluate quantitative data, such as revenue trends and assets under management.